Views from 6,230: Tax-Aware, Personalized and Scalable—The New Model Portfolio
AI SummaryAI-generated — verify against the source.Vestmark's Rob Battista discusses the evolution of model portfolios toward highly personalized, tax-aware, and scalable solutions within Unified Managed Accounts (UMAs). While the article focuses on portfolio construction and UMA architecture rather than direct AI implementation, these platforms increasingly leverage algorithmic automation to manage multi-manager open architecture at scale.
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